My Personal CFO LLC’s Lincoln National LNC Stock Holding History

My Personal CFO LLC’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10	Closed	-$307	–	495
2022 Q4	$307	Buy	+10	New	+$397	﹤0.01%	826

Other funds holding LNC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

My Personal CFO LLC's LNC Position: Q1 2023 in Review

My Personal CFO LLC sold out of Lincoln National (LNC) in Q1 2023, closing a stake of 10 shares — an estimated $307 sold.

My Personal CFO LLC first reported a position in LNC in Q4 2022 and held it in 1 quarter. The position peaked at $307 in Q4 2022. 490 funds tracked by Wall St. Rank hold LNC as of Q1 2023.

My Personal CFO LLC reported no remaining Lincoln National position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 10 Lincoln National shares in Q1 2023, an estimated $307.
My Personal CFO LLC first reported a position in Lincoln National in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Lincoln National position peaked at $307 in Q4 2022.
490 funds tracked by Wall St. Rank held Lincoln National as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.